• About Phil Scott Merrill Lynch

    Phil Scott provides leadership to a team within Wealth Management at Merrill Lynch. Phil Scott is the Founder and top advisor at The Phil Scott Group.


    Phil Scott has been a member of the Merrill Lynch team for nearly 35 years. Much of his tenure has been devoted to the leadership of The Phil Scott Group – a team of experienced wealth management professionals committed to providing every client excellent service and a positive experience. Scott’s work in wealth management – and as head of The Phil Scott Group – has earned him a place on Barron’s list of “America’s Top 100 Financial Advisors” (2007-2012, 2014-2018) and its list of “America’s Top 1,200 Financial Advisors: State by State” (2009-2011, 2015-2018).
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  • Blog

    Phil Scott and The Phil Scott Group at First Republic Investment Management build lasting relationships based on trust and exceptional client service. Formerly of Merrill Lynch, Scott and his wealth management team work hard to understand each client’s priorities and design wealth strategies that...
    Phil Scott and the team at the Phil Scott Group provide more than asset management. A Merrill Lynch private wealth management advisor for more than 30 years, Scott delivers complete wealth management, going beyond investments to ensure each high net worth client has the tools, guidance and...
    Phil Scott and the team at the Phil Scott Group offer high net worth clients the value of a seasoned perspective, the result of decades of work and success in the field of wealth management. As a “2020 Top 50 Private Wealth Management Team,” the Phil Scott Group helps individuals and families...
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